Finance & Operation Analyst

Accountabilities

• Partner with teams across the organization to identify business challenges, define analytical priorities, and deliver actionable insights.

• Analyze operational performance, workload, service demand, staffing capacity, costs, and resource requirements to support business planning and decision-making.

• Investigate root causes of operational challenges and evaluate potential solutions, including staffing adjustments, process improvements, system enhancements, and additional investments.

• Prepare financial reports, budget-to-actual variance analyses, forecasts, and financial models to support planning and resource allocation.

• Translate operational assumptions and business activity into financial projections, scenario analyses, and investment recommendations.

• Develop, maintain, and monitor key performance indicators, dashboards, and reporting tools to provide visibility into financial and operational performance.

• Collect, validate, reconcile, and analyze data from multiple sources, investigating discrepancies and ensuring reporting accuracy.

• Present analytical findings clearly to financial and nonfinancial stakeholders, highlighting key trends, business implications, and recommended actions.

• Identify opportunities to streamline workflows, reduce manual processes, improve data accuracy, and strengthen reporting practices.

• Support the administration of financial and operational systems, including user access management, platform maintenance, and tools such as Ramp.

• Manage analytical and process improvement projects independently, from initial problem definition through recommendations and implementation support.

• Coordinate with cross-functional stakeholders, track project progress, manage competing priorities, and proactively communicate challenges and solutions.

Requirements:

• At least 5 years of relevant professional experience in business analysis, operations analysis, financial planning and analysis, accounting, or a combination of related disciplines.

• Demonstrated ability to analyze cross-functional business and operational challenges and connect findings to financial outcomes or resource decisions.

• Strong financial analysis background, including experience with financial reporting, budgeting, forecasting, variance analysis, or financial modeling.

• Proven ability to investigate root causes, evaluate alternatives, and recommend practical business or operational improvements.

• Advanced Microsoft Excel skills, including pivot tables, lookup functions, and complex formulas.

• Experience working with ERP systems or other business platforms and analyzing data from multiple sources.

• Experience developing financial or operational reports, monitoring performance indicators, and building dashboards.

• Strong project management and organizational skills, with the ability to independently structure, prioritize, and deliver projects without step-by-step supervision.

• Adaptability and confidence working in an evolving environment with changing priorities, ambiguous challenges, and developing processes.

• Excellent analytical thinking, attention to detail, problem-solving abilities, and communication skills, including the ability to explain complex findings to diverse audiences.

• A bachelor's degree in any discipline or equivalent practical experience. Relevant professional experience and demonstrated capabilities are valued regardless of academic background.

Preferred qualifications:

• Experience working in a small, growing, or evolving organization, particularly in a position combining finance and operations responsibilities.

• Familiarity with NetSuite, Ramp, Power BI, Tableau, or comparable financial and business intelligence tools.

• Experience with business system administration, user access management, and workflow optimization.

• Background in analyzing staffing capacity, service demand, resource allocation, or operational efficiency.

• Experience in education, educational technology, or Software-as-a-Service (SaaS) environments.

Benefits:

• Competitive 401(k) retirement plan with company matching.

• Comprehensive medical, dental, and vision insurance coverage.

• Paid time off to support work-life balance, rest, and personal commitments.

• Employee discount program and access to partner savings.

• Ongoing professional development opportunities and investment in continuous learning.

• Wellness initiatives supporting physical, mental, and emotional well-being.

• Evolving benefits and workplace initiatives shaped by employee feedback and organizational values.

• Fully remote working arrangement within the United States.

• Collaborative and supportive working environment offering opportunities for professional growth and meaningful contributions.